42nd Annual Estate Planning Retreat - Webinar
Mark the 42nd annual Estate Planning Retreat on your calendar! This summer, the “can’t miss” event for Colorado estate planners returns to Beaver Creek; or join online. Friday’s in-person plenary presentations will be simulcast to virtual attendees, and register for the in-person program to engage in Saturday’s interactive breakout sessions! The annual event offers the best opportunity to receive practice updates, explore and analyze challenges and issues, and connect with your colleagues and helpful sponsors.
• Learning opportunities for every attorney: everything from a foundations track to advanced workshop sessions
• Addressing the state of practice today: Navigating Stress & Vicarious Trauma Exposure – Resiliency Strategies for 2022 and Beyond, and How I Learned to Stop Worrying and Embrace COVID
• Welcome dinner, wine tasting, and plenty of time to enjoy Beaver Creek
Hotel Information:
Hyatt Beaver Creek – 136 E Thomas Pl. Beaver Creek, CO 81620
CBA-CLE has reserved a block of rooms for attendees. Room rates start at $239 plus applicable taxes and fees.
Reserve your room online, or call the hotel (970-949-1234) and mention that you are part of the CBA-CLE Estate Planning Retreat. Based on availability, rooms are being held at the conference rate until May 16, 2022.
All reservations will require a credit card guarantee, and a deposit equal to one night of lodging is due at time of booking. The balance is due at check-in. Reservations cancelled after May 16, 2022 will forfeit the deposit equal to one night’s room and tax. The daily resort fee is discounted to $10 per guest room for rooms in our block. The valet fee is $15/night per vehicle.
Cancellation Fee: If you are unable to attend, please notify CBA-CLE by June 7, 2022, and we will gladly refund your tuition in full or apply your tuition to the webinar or home study. Cancellations after June 7, 2022, will be refunded less a $150 cancellation fee.
Thank you to our 2022 Sponsors!
Platinum
Alpine Bank Wealth Management
BMO Wealth Management
First Western Trust
Holland & Hart, LLP
Midwest Trust
Wells Fargo Private Bank
Gold
BOK Financial Private Wealth
Intrinsic
Members Trust Company
Northern Trust
Trustee Services Group
Silver
Bessemer Trust
CBA-CLE Books
CIBC Private Wealth Management
Investment Trust Company
JAMS
Judicial Arbiter Group, Inc.
Bronze
American Cancer Society
Baysore & Christian Fiduciary Services LLC
Bridge to Better Living
Estate Inventory Services
Friends for Life, Inc.
Gibraltar Business Valuations
Home studies will be available approximately 2-3 weeks following the live program.
For your own safety, the safety of others, and in an effort to provide everyone with the most rewarding in-person meeting and event experiences possible, we request that you attend a CBA, DBA, or CLE meeting or event only if you have been fully vaccinated. Mask wearing is up to personal preference and comfort level. Masks may be required in some clinic settings. Please be cognizant and understanding of others’ preferences and courteous to all attendees.
Depending on CDC and/or state or local health guidelines, a rise in COVID-19 cases, or other circumstances that may threaten the well-being of our attendees, CBA-CLE reserves the right to convert to a fully virtual event.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Friday, June 17th
8:10 - 8:30 am
Welcoming Remarks
Extended by Molly Zwerdlinger, Esq., Miller & Steiert, P.C., Program Chair, and Bridgett Moore, Esq., Program Director, CBA-CLE
Remarks from CBA/DBA/CBA-CLE Leadership
8:30 – 9:30 am
Irrevocable Life Insurance Trusts: Survey of a Popular Planning Technique
This presentation will survey Irrevocable Life Insurance Trusts, a popular estate planning technique. Your speaker will begin with a general explanation of the technique, proceed to a technical discussion of the law involved in applying it, and conclude with a discussion of when to use the ILIT and pitfalls to avoid in its application. Whether ILITs are new to you or you have used the technique successfully for years, there will be something in this presentation for every practitioner.
Presented by W. Douglas Hoak, Esq., Illumine Legal LLC
9:35 – 10:35 am
COLAP Presents: Navigating Stress & Vicarious Trauma Exposure – Resiliency Strategies for 2022 and Beyond
The practice of law is stressful under “normal” circumstances. However, the changing and uncertain circumstances of the pandemic have increased stress levels as we, and our clients, attempt to adapt to exhaustive transitions and the nervous system remains on high alert. This presentation will cover tips for how to support your own resiliency and help you understand the neurobiology and neurophysiology of stress, how stress is contagious, and how prevent compassion fatigue or burnout. In addition, practical ways to mitigate the physical, emotional, and cognitive ramifications of prolonged stress and vicarious trauma exposure will be provided.
Presented by Amy Phillips, MBA, LCSW, LAC, Assistant Director, Colorado Lawyer Assistance Program (COLAP)
Submitted for 1.2 Ethics Credits
10:35 – 11:00 am
Networking Break
11:00 am – 12:00 pm
Real Estate Issues in Estate Planning
An in-depth discussion of the trust and estate related real estate practitioner forms published in The Green Book. Attendees will receive an overview of the forms, pointing out how and when they can be helpful, and issues to be mindful of when using them.
Presented by Charles E. Rounds, Esq., Kirch Rounds Bowman & Deffenbaugh PC
12:00 – 1:30 pm
Lunch on your own
1:30 – 2:30 pm
Using Charitable Trusts in Estate Planning
This session will present the technical requirements for creating charitable remainder trusts and charitable lead trusts. Drafting alternatives will be explored. Actual client cases demonstrating the tax and estate planning benefits of the alternative trust structures will be presented and discussed. Your speakers are authors of the Charitable Trusts publication!
Presented by Jessica R. Diaz, Esq., Sherman & Howard L.L.C., and Elizabeth T. Meck, Esq., Vice President, The Northern Trust Company
Thank you to L. William Schmidt, Jr., Esq. for his support and contribution to the presentation and course materials.
2:30 – 3:30 pm
Fiduciary Duties in Estate Planning, Administration, and Litigation
In this session, we will explore fiduciary duties at three stages of a trust and estate practice: planning, administration, and litigation.
Topics will include:
- An overview of fiduciary duties
- Considerations for estate planning, including mandatory vs. default duties
- Selecting a fiduciary
- Fiduciary duties in administration, including common duties and best practices
- Avoiding breach claims and litigation
- Fiduciary duties in litigation, including defending against a breach claim
Presented by Jessica Creevy, Esq., and Morgan Wiener, Esq., Williams Weese Pepple & Ferguson
3:30 – 3:45 pm
Stretch Break
3:45 – 4:45 pm
The Current Landscape for Trustees
This presentation will cover:
- Trustee Duties and Responsibilities
- Trustee Risks
- Handling Unique Assets (Closely-held business interests, life insurance, real estate)
- Impact of Evolving Family Structures
- Differing Standards for Corporate Trustees and Individual Trustees
- Risk Mitigation Options Including Trustee Insurance and Directed Trusts
- Evolving Class Action Liability Issues
Presented by Paul Chmielewski, J.D., LL.M., The Corundum Group, and Heidi Gassman, Esq., Moye White LLP
4:45 pm
Adjourn
Registration Fees
| Non Member | $519.00 |
| CBA Member | $390.00 |
| CBA Trust & Estate Section Member | $319.00 |
| CBA Elder Law Section Member | $319.00 |
| CLE Basic Pass Holder | $265.00 |
| Public Service/Government | $195.00 |
| Active Military | $195.00 |
| CLE ELITE Pass Holder | $195.00 |
| New Lawyer Edge Member | $195.00 |
| Student Currently Enrolled in Law School | $0.00 |
- General Credits: 7.00
- Ethics Credits: 1.20
- EDI Credits:
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